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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,138 | $53,128-62.1% | $86,582-76.7% | $70,126-71.3% |
| Participation rate | 40.5% | 65.3%-24.8pp | 73.5%-33.1pp | 69.5%-29.1pp |
| Annual return | 5.22% | 27.66%-22.4pp | 965.08%-959.9pp | 73.15%-67.9pp |
| Employer contribution / active EE | $476 | $2,068-77.0% | $2,839-83.2% | $2,343-79.7% |
| Participant deferral / active EE | $619 | $2,695-77.0% | $3,609-82.9% | $3,332-81.4% |
| Admin fee / account holder | $3,841 | $3,584+7.2% | $4,904-21.7% | $4,645-17.3% |